AWM
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Avior Wealth Management’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

Avior Wealth Management’s Portfolio FLGB Stock Details FLGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-64
Closed -$1.68K – 2347
2024
Q2 		$1.68K Buy
+64
New +$1.71K ﹤0.01% 1964

Other funds holding FLGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPWP
Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return

Avior Wealth Management's FLGB Position: Q3 2024 in Review

Avior Wealth Management sold out of Franklin FTSE United Kingdom ETF (FLGB) in Q3 2024, closing a stake of 64 shares — an estimated $1.68K sold.

Avior Wealth Management first reported a position in FLGB in Q2 2024 and held it in 1 quarter. The position peaked at $1.68K in Q2 2024. 80 funds tracked by Wall St. Rank hold FLGB as of Q3 2024.

  • Avior Wealth Management reported no remaining Franklin FTSE United Kingdom ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 64 Franklin FTSE United Kingdom ETF shares in Q3 2024, an estimated $1.68K.
  • Avior Wealth Management first reported a position in Franklin FTSE United Kingdom ETF in Q2 2024 and held it in 1 quarter.
  • Avior Wealth Management's Franklin FTSE United Kingdom ETF position peaked at $1.68K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.